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Content Snare

By Content Snare
5 out of 5 stars
The simple way to onboard clients, collect documents and get answers, without the endless back and forth. Similar to a client portal, Content Snare is like a checklist for your clients with automatic reminders.
Rated
5.0
out of 5
Reviewed by
15
Xero users
Listed for
11 months
May 2023
Key functions
Other
Accountant tools

Overview

Tired of chasing clients for info?

Whether it's client onboarding, end of year tax prep, or routine queries, gathering the right information from clients is no one's idea of a good time. You shift through endless email threads, trying to track which documents they've sent, what's outstanding and wondering why they sent a bank statement from 2006.

Content Snare transforms this process. Customers report a 71% reduction in the time they spend onboarding clients and gathering information.

It's like a checklist on steroids. Clients answer questions and upload documents in one place. If they forget, automatic reminders keep them accountable. It's like having a personal assistant chasing clients for you.

There is zero friction for clients. No accounts to create and no passwords to remember. One click and they're inside a professionally branded portal.

Wow your clients with a process that's as easy for them as it is for you. Guide them with screenshots and videos, use conditional logic to only ask relevant questions, and spice things up with GIFs. Make it easy for your clients and they'll love you for it.

Getting started is a breeze. Most firms are up and running in 1 to 4 hours. Use one of our built-in templates, or easily replicate your existing forms.

Content Snare
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Content Snare + Xero

Content Snare imports your clients from Xero Practice manager automatically. When you need information, simply create a request in Content Snare and select one of your Xero Practice Manager clients to send it to.

Reviews & ratings

5.0 out of 5 stars
15 Reviews

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Most recent reviews

AC
Asher Crossman
Posted 31 Aug 2023
5 out of 5 stars

A real GAME CHANGER

Content Snare is amazing, Streamlining the whole document request process. This has saved us (and clients) much back and forth. Increased accuracy, Reduced frustration. Merits 5/5

Response from Content Snare

THANK YOU Asher :)
DJ
David Jones
Posted 29 Aug 2023
5 out of 5 stars

Building Efficency

Sick of following up on long email chains to get information in from a client? This is the app for you, and with the new AI content creation features it's even easier to use! Great fit to any app stack.

Response from Content Snare

Thanks David, appreciate the review and glad to hear the new features are helping
EP
Erica Paynter
Posted 24 Aug 2023
5 out of 5 stars

Loving this app

Content Snare makes requesting information from clients "set it and forget it". Following up is always the most time consuming part but CS makes it so easy with their automatic reminders. The user interface is also AMAZING!

Response from Content Snare

Thanks for leaving a review Erica. Glad you like the UI, the team puts a LOT of work into that!

Additional info

Functions

OtherAccountant tools

Industries

Professional servicesAccountingNot for profit

App details

By Content Snare
Added in 2023

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English, French, German, Spanish

Support

Setup walkthroughContact supportsupport@contentsnare.com

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Get started with Content Snare

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.